Lynch Asset Management as of March 31, 2023
Portfolio Holdings for Lynch Asset Management
Lynch Asset Management holds 47 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 11.4 | $16M | 58k | 277.77 | |
| Novo-nordisk A S Adr (NVO) | 6.1 | $8.5M | 53k | 159.14 | |
| Abbvie (ABBV) | 5.8 | $8.1M | 51k | 159.37 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.4 | $7.5M | 72k | 103.73 | |
| Apple (AAPL) | 5.0 | $6.9M | 42k | 164.90 | |
| UnitedHealth (UNH) | 4.2 | $5.9M | 13k | 472.59 | |
| Microsoft Corporation (MSFT) | 3.7 | $5.1M | 18k | 288.30 | |
| Amazon (AMZN) | 3.2 | $4.4M | 43k | 103.29 | |
| Chevron Corporation (CVX) | 3.2 | $4.4M | 27k | 163.16 | |
| Cummins (CMI) | 3.1 | $4.3M | 18k | 238.88 | |
| FedEx Corporation (FDX) | 2.9 | $4.0M | 18k | 228.49 | |
| Goldman Sachs (GS) | 2.8 | $3.9M | 12k | 327.11 | |
| Meta Platforms Cl A (META) | 2.8 | $3.9M | 18k | 211.94 | |
| Servicenow (NOW) | 2.7 | $3.7M | 8.0k | 464.72 | |
| Advanced Micro Devices (AMD) | 2.2 | $3.1M | 32k | 98.01 | |
| Nike CL B (NKE) | 2.2 | $3.1M | 25k | 122.64 | |
| Cigna Corp (CI) | 2.2 | $3.0M | 12k | 255.53 | |
| Qualcomm (QCOM) | 1.9 | $2.7M | 21k | 127.58 | |
| Walt Disney Company (DIS) | 1.9 | $2.7M | 27k | 100.13 | |
| Emerson Electric (EMR) | 1.9 | $2.6M | 30k | 87.14 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.8 | $2.6M | 19k | 137.26 | |
| Mastercard Incorporated Cl A (MA) | 1.8 | $2.5M | 7.0k | 363.41 | |
| Visa Com Cl A (V) | 1.8 | $2.5M | 11k | 225.46 | |
| Palo Alto Networks (PANW) | 1.6 | $2.2M | 11k | 199.74 | |
| International Business Machines (IBM) | 1.6 | $2.2M | 17k | 131.09 | |
| AvalonBay Communities (AVB) | 1.4 | $2.0M | 12k | 168.06 | |
| Comcast Corp Cl A (CMCSA) | 1.4 | $2.0M | 52k | 37.91 | |
| Vanguard Index Fds Small Cp Etf (VB) | 1.4 | $1.9M | 10k | 189.56 | |
| Johnson & Johnson (JNJ) | 1.3 | $1.9M | 12k | 155.00 | |
| Tesla Motors (TSLA) | 1.3 | $1.8M | 8.8k | 207.46 | |
| Chipotle Mexican Grill (CMG) | 1.2 | $1.7M | 1.0k | 1708.29 | |
| Home Depot (HD) | 1.1 | $1.5M | 5.0k | 295.12 | |
| Citigroup Com New (C) | 1.0 | $1.4M | 30k | 46.89 | |
| Starbucks Corporation (SBUX) | 0.8 | $1.1M | 11k | 104.13 | |
| Dex (DXCM) | 0.7 | $929k | 8.0k | 116.18 | |
| Paypal Holdings (PYPL) | 0.6 | $870k | 12k | 75.94 | |
| Pfizer (PFE) | 0.6 | $816k | 20k | 40.80 | |
| Spotify Technology S A SHS (SPOT) | 0.6 | $815k | 6.1k | 133.62 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.6 | $791k | 1.5k | 545.67 | |
| Etsy (ETSY) | 0.6 | $779k | 7.0k | 111.33 | |
| Costco Wholesale Corporation (COST) | 0.5 | $745k | 1.5k | 496.87 | |
| Merck & Co (MRK) | 0.5 | $708k | 6.7k | 106.39 | |
| Twilio Cl A (TWLO) | 0.3 | $418k | 6.3k | 66.63 | |
| Roku Com Cl A (ROKU) | 0.3 | $402k | 6.1k | 65.82 | |
| Doordash Cl A (DASH) | 0.3 | $385k | 6.1k | 63.56 | |
| Boston Properties (BXP) | 0.3 | $355k | 6.6k | 54.12 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $276k | 5.0k | 55.21 |
